Institutional Ownership Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Ccc Rated Usd (XCCC). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
238,622
shares
|
$9.19 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
238,622
shares
|
$9.19 Million
1.97% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
121,654
shares
|
$4.69 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
114,176
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
110,282
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
100,000
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
92,785
shares
|
$3.58 Million
1.53% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.42 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
63,086
shares
|
$2.43 Million
0.15% of portfolio
|
Q2 2025
Added 273.98%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
36,711
shares
|
$1.41 Million
0.2% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
28,935
shares
|
$1.11 Million
0.46% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
25,621
shares
|
$987,177
1.1% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
22,019
shares
|
$848,392
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,994
shares
|
$731,838
0.01% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
18,291
shares
|
$704,752
0.01% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,492
shares
|
$635,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
16,000
shares
|
$616,480
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,867
shares
|
$611,355
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,509
shares
|
$520,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
7,622
shares
|
$293,675
0.01% of portfolio
|
Q2 2025
Reduced 41.02%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
6,482
shares
|
$249,751
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,943
shares
|
$228,983
0.01% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,260
shares
|
$202,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,364
shares
|
$91,084
0.0% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,387
shares
|
$53,441
0.01% of portfolio
|
Q2 2025
New holding
|